Kaili-Winters

Kaili Winters

  • Chief Compliance Officer

Kaili has extensive compliance experience at one of the top 3 Broker/Dealers in the US, one of the fastest growing TAMPs, as well as audit experience with both Finra and the SEC. Her broad-based knowledge of both the BD and the RIA side of the industry will prove extremely helpful. She has her Series, 7, 66, 24, and Insurance licenses.

Are You Ready to Evolve From a Tax Professional to a Family Office Director?

Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.

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Contact Financial Gravity

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2022 Financial Gravity Companies, Inc. 

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.